Golden State Equity Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Golden State Equity Partners’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-118	Closed	-$5.7K	–	1563
2026 Q1	$5.7K	Buy	+118	New	+$5.84K	﹤0.01%	1446
2025 Q2	–	Sell	-49,808	Closed	-$2.03M	–	475
2025 Q1	$2.03M	Buy	49,808 +5,413	+12%	+$238K	0.4%	58
2024 Q4	$1.99M	Buy	44,395 +6,768	+18%	+$315K	0.38%	57
2024 Q3	$1.71M	Buy	37,627 +6,615	+21%	+$291K	0.27%	86
2024 Q2	$1.29M	Buy	+31,012	New	+$1.29M	0.27%	90
2023 Q4	$819K	Buy	19,409 +8,785	+83%	+$331K	0.2%	120
2023 Q3	$392K	Buy	10,624 +3,070	+41%	+$120K	0.11%	200
2023 Q2	$290K	Buy	+7,554	New	+$281K	0.08%	284

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Golden State Equity Partners's SPSM Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 118 shares — an estimated $5.7K sold.

Golden State Equity Partners first reported a position in SPSM in Q2 2023 and held it in 8 quarters. The position peaked at $2.03M in Q1 2025. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Golden State Equity Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 118 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.7K.
Golden State Equity Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 8 quarters.
Golden State Equity Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.03M in Q1 2025.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.